Kempen appoints two portfolio managers to join the investment team

Jags Walia has been appointed as senior portfolio manager for infrastructure, while Ingmar Schaefer has been appointed as senior portfolio manager for European small caps.

In his previous career, Jags Walia worked as a senior portfolio manager for APG Asset Management, where he focused predominantly on energy sector shares. Prior to this position, he worked for Delta Lloyd Asset Management and Morgan Stanley. He will bring nearly 25 years of experience in the financial industry to his new post.

Ingmar Schaefer also worked as a senior portfolio manager for APG Asset Management, where he was responsible for a concentrated portfolio of European shares. In his earlier career, he gained experience as a portfolio manager at Delta Lloyd Asset Management. He has been active in the asset management industry for over 12 years.

Lars Dijkstra, Chief Investment Officer (CIO) at Kempen, stated: "Jags and Ingmar will be a great asset to Kempen. The expertise they will bring to the teams will contribute to the development of our recently launched infrastructure fund and our European small-cap fund. In addition, their experience in the field of ESG matches Kempen’s role as an engaged shareholder with a long-term focus very well."

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News & Knowledge

2020, 12 August

Monthly Commentary

I have been thinking a lot about inflation recently, more specifically the outlook for inflation given current circumstances and the massive amount of stimulus that has been thrown at economies over the last 6 months. This stimulus has come in the form of a) lower interest rates, and b) asset purchases funded by electronic money printing by central banks (quantitative easing or QE).

2020, 12 August

Asset Allocation Outlook August

Markets were reasonably calm in July. The level of volatility declined on the equity markets, while capital market yields remained low thanks to the highly expansionary monetary policies. Spreads on bonds issued by southern European countries, credits and emerging market debt tightened. On balance July was certainly not a spectacular month, but it was positive for the risky asset classes. Positive news on stimulatory monetary and fiscal policies, improved economic data and better-than-expected corporate earnings were interspersed with concerns about the coronavirus. We have made no adjustments to our investment policy. We believe that equities are pricing in an excessively positive scenario and prefer high yield credits.

2020, 11 August

Kempen Real Estate: Sustainable Funds Market Briefing

Egbert Nijmeijer, co-head of Global Listed Real estate, presenting on 30th July at Investment week's Sustainable Virtual Market Briefing. In this presentation, we address four key questions:

Why is ESG important for property?

How do we integrate ESG in the investment process?

What is the impact of climate risk on real estate valuations?

How can engagement drive alpha?

This is followed by a Q&A session with the audience.